See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,363 | $80,717-97.1% | $154,803-98.5% | $84,808-97.2% |
| Participation rate | 70.8% | 66.8%+4.0pp | 78.1%-7.2pp | 68.3%+2.5pp |
| Annual return | 39.84% | 37.96%+1.9pp | 58.88%-19.0pp | 40.90%-1.1pp |
| Employer contribution / active EE | $708 | $2,761-74.3% | $4,305-83.5% | $2,631-73.1% |
| Participant deferral / active EE | $1,217 | $3,303-63.2% | $5,540-78.0% | $4,212-71.1% |
| Admin fee / account holder | $301 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |